How big is Brookswatson & Co, PLLC's plan?

Brookswatson & Co, PLLC's plan reported $912K in assets and 19 participants for 2024.

Original filing (PDF)20260121190924NAL0001982131001

Brookswatson & Co, PLLC

Name: Brookswatson & Co, PLLC — Brookswatson & Co, PLLC, Form 5500 (2024)
Creator: Brookswatson & Co, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brookswatson & Co, PLLC 401(k) Plan

401(k) retirement plan · Brookswatson & Co, PLLC's Brookswatson & Co, PLLC 401(k) Plan held $912K in plan assets for 19 participants in 2024.

Signals · 1

Late filing · 2.2 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$912K

Net assets (EOY)

$912K

Plan identifiers

Brookswatson & Co, PLLC's EIN is 45-4331898.

EIN 45-4331898

Plan number 001

Plan year 2024

ACK ID 20260121190924NAL0001982131001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brookswatson & Co, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brookswatson & Co, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BROOKSWATSON & CO, PLLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off